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David Michael Killian

Birch Run Investments, LLC

Exton, PA

CRD 5599953

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Employer firm

Birch Run Investments, LLC CRD 285285

$457M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Birch Run Investments, Llc

211 Welsh Pool Road Suite 234, Exton, PA 19341 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-12-09
  • PA RA
    APPROVED
    Since 2016-12-09

Branch Locations

211 Welsh Pool Road Suite 234, Exton, PA 19341 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Securities King Of Prussia PA 03/2016 12/2016
Birch Run Investments, Llc Exton PA 12/2016 Present
Previous Registrations
  • 2016-03-01 → 2016-12-22
    Bb&T Securities, Llc
    King Of Prussia, PA
  • 2012-01-11 → 2016-03-30
    Valley Forge Asset Management, Llc
    King Of Prussia, PA
    King Of Prussia, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-12-19
S65 Uniform Investment Adviser Law Examination 2012-01-10
  • S63 Uniform Securities Agent State Law Examination
    2014-12-19
  • S65 Uniform Investment Adviser Law Examination
    2012-01-10

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
TD PRIVATE CLIENT WEALTH LLC
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

EUAN LIVINGTON
MATTHEW J. KELLEHER
PATRICK M FARREN

Nearby Offices

STRATEGIC ADVISERS LLC · EXTON, PA
TD PRIVATE CLIENT WEALTH LLC · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA

More in Exton, PA

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